Angela Burcel, financial advisor Westlake TX

Angela Burcel

CRD Number: 6550707
Current Firm: Charles Schwab & Company, Inc.

Angela Burcel (CRD# 6550707) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Westlake, TX May 2020 - Current 1
Usaa Investment Management Company Tampa, FL Dec 2018 - May 2020 1
Usaa Financial Planning Services Tampa, FL Oct 2015 - May 2020 4
Usaa Financial Advisors, Inc. Tampa, FL Aug 2015 - May 2020 4
Usaa Tampa, FL Jan 2013 - Oct 2015 2
Bank Of America Tampa, FL Jul 2010 - Jan 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
S65 NASAA Investment Advisors Law Examination Oct 2018
Contact Info for Angela M. Burcel
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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